What are the responsibilities and job description for the Associate Financial Advisor position at RBC?
Job Summary
Job Description
What is the opportunity?
You will be joining a team of 4 accomplished professionals within the Salon Magura Private Wealth Group. A successful Associate Financial Advisor in this role needs to have an interest of the financial markets, be able to build meaningful relationships, assist with portfolio construction and maintenance and contribute to the overall success of the advisor team. A successful Associate Financial Advisor will also have an entrepreneurial and growth mindset.
Salon Magura Private Wealth Group - RBC Wealth Management - Home
What will you do?
Must-have
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
181 WASHINGTON STREET:CONSHOHOCKEN
City:
Conshohocken
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-04-02
Application Deadline:
2025-05-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
Job Description
What is the opportunity?
You will be joining a team of 4 accomplished professionals within the Salon Magura Private Wealth Group. A successful Associate Financial Advisor in this role needs to have an interest of the financial markets, be able to build meaningful relationships, assist with portfolio construction and maintenance and contribute to the overall success of the advisor team. A successful Associate Financial Advisor will also have an entrepreneurial and growth mindset.
Salon Magura Private Wealth Group - RBC Wealth Management - Home
What will you do?
- Study for and obtain the Associate Financial Advisor program’s required licensing
- Study and pass series 7 exam.
- Study and pass series 66 and life and health insurance exams.
- Complete Associate Financial Advisor program assignments within the curriculum’s timelines
- RBC tools and technology introduction
- RBC policies and procedures
- Products and services—including scenarios and case studies
- Compliance
- Planning, marketing, prospecting, and servicing
- Report activities and results per the Associate Financial Advisor program’s requirements
- Implement specific coaching from the Associate Financial Advisor sales manager
- Become familiar with RBC Wealth Management
- Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor
- Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies
- Complete all RBC WM new employee orientation online modules and others as required
Must-have
- Bachelor’s degree or equivalent work experience
- Ability to obtain Series 7 and Series 66 within 180 days of beginning employment at RBC
- Ability to take initiative and function independently
- Excellent interpersonal and marketing skills
- Strong drive and dedication
- Demonstrated ability to develop and promote business; a track record of success Ability to make solid decisions in a fast paced, quick turnaround environment
- Entrepreneurial experience
- 2-3 years working experience within the Financial Industry
- Active in a community, athletic or business group
- Fundraising experience
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
181 WASHINGTON STREET:CONSHOHOCKEN
City:
Conshohocken
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-04-02
Application Deadline:
2025-05-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
